Client Services Associate Job Listing at Kelly Services in Baton Rouge, LA (Job ID 9591005)

Description

 Client Services Associate Full Job Description

We are looking for a dynamic and energetic person eager to contribute to and maintain a professional office environment in the financial space. You must be willing to learn and assist on projects and assignments within the company's scope of services. Ultimately, outstanding team members should be detail-oriented and demonstrate excellent administrative and organizational skills. Candidates should also have 10+ years in the financial planning space, preferably licensed.

Job Description

The Client Services Associate role primarily handles administrative tasks and supports the Financial Advisor in various tasks necessary to serve and manage client relationships successfully. These tasks include but are not limited to preparing supporting documentation for client reports, client reviews, and product transactions.

Details

• Hours: Monday – Friday, 9am – 5pm, with some potential Saturdays
• Preferred Experience: 10+ Years in Financial Space in Exec & Transaction Admin
• Preferred Software Experience: NETX360, AMP, Albridge, Redtail, eMoney, MorningStar, etc.
• Licensures (preferable): Series 6, Series 7, and Series 65/66

Requirements

• Must be at least 18 years old
• Must be able to pass a background screening & fingerprinting
• Familiarity with Microsoft or Google applications including but not limited to Outlook/Mail, Document, and Excel/Sheets
• Excellent verbal and written communication skills
• Ability to multitask daily tasks and projects simultaneously
• Ability to handle a flexible work schedule based on workload
• Ability to uphold client confidentiality
• A desire to learn and take initiative with problem-solving
• Attend meetings and notate minutes
• Assisting in daily administrative duties including but not limited to appointment scheduling, filing, faxing, daily mail, phone duties & etiquette, client correspondence both written & verbal, etc.
• Ability to execute transactional product paperwork
• Ability to maintain a CRM (Redtail)
• Ability to prepare information for client reviews
• Work with our marketing team to facilitate and execute strategies, website administration, and social media presence
• Ability to successfully pass a background and credit check within the industry compliance requirements

Job Type

• Full-time
• Pay: $45K-$60K

Benefits

• Health insurance
• Paid time off

Schedule

• Monday to Friday

Experience

• Financial services: 5 years (Preferred)

Ability to Commute

• Baton Rouge, LA 70809

Work Location

• In person

As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

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About Kelly

Work changes everything. And at Kelly, we're obsessed with where it can take you. To us, it's about more than simply accepting your next job opportunity. It's the fuel that powers every next step of your life. It's the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kelly's Human Resource Knowledge Center. Kelly complies with the requirements of California's state and local Fair Chance laws. A conviction does not automatically bar individuals from employment. Kelly participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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